TY vs XSOE

Comparison between Tri-Continental Corp (TY, ETF) and WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND (XSOE, ETF).

5-Year PerformanceTY has outperformed XSOE, delivering a return of +10.7% compared to +5.3%

TY vs XSOE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TY(ETF)	XSOE(ETF)
Net Assets	$2B	$2B
Expense Ratio	N/A	0.32%
Max Drawdown	78.22%	47.21%
Sharpe Ratio	2.22	2.24
5Y Beta	0.72	0.79
5Y Dividends CAGR	14.97%	9.13%

Net Assets

$2B

XSOE

$2B

Expense Ratio

N/A

XSOE

0.32%

Max Drawdown

78.22%

Winner

XSOE

47.21%

Sharpe Ratio

2.22

Winner

XSOE

2.24

5Y Beta

Winner

0.72

XSOE

0.79

5Y Dividends CAGR

Winner

14.97%

XSOE

9.13%

TY vs XSOE - Historical Returns

Returns include dividend reinvestment.

Period	TY	XSOE
1 month	+4.91%	+12.54%
3 months	+3.94%	+11.23%
6 months	+8.22%	+23.87%
1 year	+25.34%	+49.55%
5 years(CAGR)	+10.68%	+5.28%
10 years(CAGR)	+14.33%	+10.13%
Max(CAGR)	+6.04%	+7.93%

+4.91%

Winner

XSOE

+12.54%

+3.94%

Winner

XSOE

+11.23%

+8.22%

Winner

XSOE

+23.87%

+25.34%

Winner

XSOE

+49.55%

5Y(CAGR)

Winner

+10.68%

XSOE

+5.28%

10Y(CAGR)

Winner

+14.33%

XSOE

+10.13%

Max(CAGR)

+6.04%

Winner

XSOE

+7.93%

TY vs XSOE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TY	XSOE
2026	+6.42%	+20.51%
2025	+17.62%	+30.05%
2024	+22.64%	+8.65%
2023	+17.19%	+9.13%
2022	-16.33%	-26.15%
2021	+31.10%	-6.70%
2020	+12.05%	+26.34%
2019	+28.15%	+25.07%
2018	-5.84%	-20.54%
2017	+27.70%	+49.23%
2016	+16.71%	+6.66%
2015	-2.05%	-11.84%
2014	+11.95%	+0.33%
2013	+26.03%	N/A
2012	+15.67%	N/A
2011	+4.25%	N/A
2010	+20.29%	N/A
2009	+16.94%	N/A
2008	-44.86%	N/A
2007	+3.50%	N/A
2006	+20.29%	N/A
2005	+4.01%	N/A
2004	+12.95%	N/A
2003	+21.39%	N/A
2002	-28.57%	N/A
2001	-3.49%	N/A
2000	-21.17%	N/A
1999	-8.03%	N/A

TY vs XSOE Drawdown Comparison

The maximum drawdown for TY was -67.68%, occurring on Mar 9, 2009. Recovery took 3488 trading sessions.

The maximum drawdown for XSOE was -45.25%, occurring on Oct 24, 2022. Recovery took 1239 trading sessions.

The current TY drawdown is -0.20%.

Rank	TY	XSOE
#1	-67.68% Dec 7, 1999 - Oct 18, 2013	-45.25% Feb 16, 2021 - Jan 22, 2026
#2	-38.60% Feb 12, 2020 - Nov 13, 2020	-35.05% Jan 26, 2018 - Aug 5, 2020
#3	-20.75% Dec 27, 2021 - Feb 9, 2024	-31.24% Apr 28, 2015 - May 9, 2017
#4	-17.72% Apr 24, 2015 - Jul 13, 2016	-13.31% Feb 25, 2026 - Apr 17, 2026
#5	-17.66% Oct 1, 2018 - Apr 3, 2019	-6.06% Jan 22, 2015 - Apr 2, 2015
#6	-16.08% Jan 24, 2025 - Jun 27, 2025	-5.54% Nov 22, 2017 - Jan 2, 2018
#7	-8.00% Jan 24, 2018 - Aug 7, 2018	-5.52% Aug 28, 2020 - Oct 8, 2020
#8	-7.84% Sep 5, 2014 - Nov 3, 2014	-5.48% Jan 25, 2021 - Feb 5, 2021
#9	-6.80% Feb 10, 2026 - Apr 14, 2026	-4.10% Dec 10, 2014 - Dec 22, 2014
#10	-6.34% Jul 31, 2024 - Aug 19, 2024	-4.09% Dec 26, 2014 - Jan 20, 2015
#11	-6.33% Dec 26, 2013 - Mar 31, 2014	-3.41% Sep 19, 2017 - Oct 10, 2017
#12	-6.25% May 3, 2019 - Jun 20, 2019	-3.41% Jan 28, 2026 - Feb 10, 2026
#13	-5.93% Jul 29, 2019 - Oct 25, 2019	-3.37% Aug 8, 2017 - Aug 23, 2017
#14	-5.06% Mar 28, 2024 - May 20, 2024	-2.99% Oct 12, 2020 - Nov 4, 2020
#15	-4.55% Nov 26, 2014 - Dec 23, 2014	-2.59% Aug 6, 2020 - Aug 25, 2020

Correlation

Correlation between TY and XSOE is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (1999 - 2026)

TY vs XSOE dividend yield comparison.

Year	TY	XSOE
2026	0.83%	0.10%
2025	11.97%	1.50%
2024	10.61%	1.44%
2023	4.36%	1.78%
2022	8.71%	2.53%
2021	14.13%	1.36%
2020	6.25%	1.02%
2019	6.86%	2.01%
2018	8.13%	1.56%
2017	4.69%	0.65%
2016	4.12%	1.43%
2015	4.05%	3.93%
2014	3.51%	0.21%
2013	3.38%	0.00%
2012	3.74%	0.00%
2011	1.93%	0.00%
2010	1.81%	0.00%
2009	3.32%	0.00%
2008	21.44%	0.00%
2007	11.69%	0.00%
2006	1.25%	0.00%
2005	1.29%	0.00%
2004	1.26%	0.00%
2003	1.04%	0.00%
2002	1.96%	0.00%
2001	7.43%	0.00%
2000	1.56%	0.00%
1999	0.43%	0.00%